ARMT

Amica Retiree Medical Trust Portfolio holdings

AUM $69.3M
1-Year Est. Return 16.22%
This Quarter Est. Return
1 Year Est. Return
+16.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.05M
3
+$2.42M
4
GE icon
GE Aerospace
GE
+$2.12M
5
MSFT icon
Microsoft
MSFT
+$1.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.72%
2 Financials 13.68%
3 Energy 13.27%
4 Healthcare 11.88%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$444K 0.39%
+11,586
77
$444K 0.39%
+9,551
78
$442K 0.38%
+28,580
79
$435K 0.38%
+4,981
80
$433K 0.38%
+215,437
81
$430K 0.37%
+6,438
82
$425K 0.37%
+4,239
83
$419K 0.36%
+6,426
84
$417K 0.36%
+6,047
85
$417K 0.36%
+5,369
86
$412K 0.36%
+2,737
87
$411K 0.36%
+11,639
88
$408K 0.35%
+3,455
89
$407K 0.35%
+16,516
90
$406K 0.35%
+26,342
91
$404K 0.35%
+10,925
92
$399K 0.35%
+17,325
93
$396K 0.34%
+4,710
94
$391K 0.34%
+4,760
95
$391K 0.34%
+6,812
96
$368K 0.32%
+5,247
97
$368K 0.32%
+6,415
98
$361K 0.31%
+2,667
99
$356K 0.31%
+7,185
100
$343K 0.3%
+20,996
2 3
4
5 6